Search advisors
Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
43,072 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| WINSTON CAPITAL MANAGEMENT LLC CRD 111450 | Arlington, VA | Corporate platform LLC | $1.15B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL PARTNERS GROUP, INC. CRD 288644 | Overland Park, KS | Corporate platform Corporation | $1.15B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AETHER INVESTMENT PARTNERS, LLC CRD 149742 | Littleton, CO | Advisory firm LLC | $1.14B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VIRTUS REAL ESTATE LLC CRD 164146 | Austin, TX | Advisory firm LLC | $1.14B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| IRONVINE CAPITAL PARTNERS, LLC CRD 168892 | Omaha, NE | Advisory firm LLC | $1.14B | 5 advisors | Percentage of AUM | View | |
| 1WS CAPITAL ADVISORS, LLC CRD 298723 | New York, NY | Advisory firm LLC | $1.14B | 9 employees | Percentage of AUM | View | |
| MARK ASSET MANAGEMENT LP CRD 105691 | New York, NY | Corporate platform LP | $1.14B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| LIBERTY HALL CAPITAL PARTNERS, L.P. CRD 173159 | Charleston, SC | Advisory firm LP | $1.14B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ELGETHUN CAPITAL MANAGEMENT CRD 127616 | Sioux Falls, SD | Corporate platform Corporation | $1.14B | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FI3 FINANCIAL ADVISORS, LLC CRD 168005 | Indianapolis, IN | Advisory firm LLC | $1.14B | 21 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WATERFRONT WEALTH INC. CRD 173220 | Overland Park, KS | Corporate platform Corporation | $1.14B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOUNDATION RESOURCE MANAGEMENT, INC. CRD 116359 | Little Rock, AR | Corporate platform Corporation | $1.14B | 6 advisors | Percentage of AUM | View | |
| GUARDIAN WEALTH STRATEGIES, LLC CRD 167485 | Minneapols, MN | Advisory firm LLC | $1.14B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL WEALTH MANAGEMENT, LLC CRD 157959 | West Warwick, RI | Advisory firm LLC | $1.14B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| IGNITE PLANNERS LLC CRD 289797 | San Clemente, CA | Advisory firm LLC | $1.14B | 38 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STERLING INVESTORS LP CRD 311318 | New York, NY | Advisory firm LP | $1.14B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SONEN CAPITAL LLC CRD 159461 | San Francisco, CA | Advisory firm LLC | $1.14B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OAK HARVEST INVESTMENT SERVICES CRD 173293 | Houston, TX | Advisory firm LLC | $1.14B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARLYLE AVIATION SECURITIES PARTNERS LLC CRD 168456 | Miami, FL | Advisory firm LLC | $1.14B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| YOSEMITE MANAGEMENT, LLC CRD 326764 | San Francisco, CA | Advisory firm LLC | $1.14B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CASTLE CREEK CAPITAL CRD 158079 | San Diego, CA | Advisory firm LLC | $1.14B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| PSC MANAGER LLC CRD 311756 | Yardley, PA | Advisory firm LLC | $1.14B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| 747 CAPITAL, LLC CRD 164742 | New York, NY | Advisory firm LLC | $1.13B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SYMBIOTIC CAPITAL CRD 325844 | Los Angeles, CA | Advisory firm LLC | $1.13B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View |